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3,282 hedge funds and large institutions have $335B invested in Visa in 2021 Q4 according to their latest regulatory filings, with 433 funds opening new positions, 1,445 increasing their positions, 1,122 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 433 | Existing positions closed: 159

29% more repeat investments, than reductions

Existing positions increased: 1,445 | Existing positions reduced: 1,122

7% more funds holding

Funds holding: 3,0553,282 (+227)

8% more call options, than puts

Call options by funds: $6.69B | Put options by funds: $6.19B

0.19% less ownership

Funds ownership: 93.54%93.36% (-0.19%)

4% less capital invested

Capital invested by funds: $351B → $335B (-$15.3B)

21% less funds holding in top 10

Funds holding in top 10: 412326 (-86)

Holders
3,282
Holders Change
+227
Holders Change %
+7.43%
% of All Funds
50.5%
Holding in Top 10
326
Holding in Top 10 Change
-86
Holding in Top 10 Change %
-20.87%
% of All Funds
5.02%
New
433
Increased
1,445
Reduced
1,122
Closed
159
Calls
$6.69B
Puts
$6.19B
Net Calls
+$507M
Net Calls Change
-$437M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
2376
Symphony Financial
Texas
$778K +$277K +1,291 +58%
FAFN
2377
First Affirmative Financial Network
Colorado
$777K +$63.3K +295 +9%
WCM
2378
WealthBridge Capital Management
Ohio
$776K -$107K -498 -12%
PWM
2379
PBMares Wealth Management
Virginia
$776K
RSC
2380
Red Spruce Capital
Pennsylvania
$776K +$21K +98 +3%
SIG
2381
Sargent Investment Group
Maryland
$773K -$90.8K -423 -11%
SAM
2382
SignalPoint Asset Management
Missouri
$773K +$12.9K +60 +2%
EAM
2383
Evanson Asset Management
California
$771K +$11.8K +55 +2%
PCM
2384
Pointe Capital Management
Michigan
$771K +$37.1K +173 +5%
BWA
2385
BDO Wealth Advisors
Florida
$770K -$6.87K -32 -0.9%
IWN
2386
Independent Wealth Network
Iowa
$770K +$7.51K +35 +1%
CWP
2387
Curated Wealth Partners
California
$770K +$41.4K +193 +6%
SIM
2388
SSI Investment Management
California
$769K -$1.07K -5 -0.1%
DPI
2389
Diversified Portfolios Inc
Michigan
$768K
KWM
2390
Kolinsky Wealth Management
New Jersey
$767K +$760K +3,541 New
MS
2391
Mizuho Securities
Japan
$764K -$1.13M -5,261 -60%
VFPI
2392
Vantage Financial Partners (Illinois)
Illinois
$764K -$102K -475 -12%
CPA
2393
Court Place Advisors
Maryland
$764K +$170K +790 +29%
FPF
2394
First Pacific Financial
Washington
$762K +$42.5K +198 +6%
GF
2395
Gries Financial
Ohio
$759K +$10.3K +48 +1%
WAM
2396
Wolverine Asset Management
Illinois
$757K +$292K +1,362 +64%
WCP
2397
Wick Capital Partners
Pennsylvania
$757K +$749K +3,491 New
APW
2398
Austin Private Wealth
Texas
$756K -$25.1K -117 -3%
FCB
2399
First Command Bank
Texas
$755K
PDM
2400
Penn Davis McFarland
Texas
$753K

V Hedge Fund Activity: Q4 2021 in Review

3,282 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q4 2021, worth a combined $335B — down 4.4% from $351B a quarter earlier.

Buyers outnumbered sellers: 433 funds opened new V positions and 159 closed out — a net gain of 274 holders — while 1,445 added to existing stakes and 1,122 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $1.04B. The largest seller was T. Rowe Price Associates, cutting an estimated $4.26B.

  • 3,282 institutional investors held Visa (V) as of Q4 2021, up from 3,055 in Q3 2021.
  • Funds reported $335B of Visa stock for Q4 2021, down 4.4% quarter-over-quarter.
  • 433 funds opened new Visa positions in Q4 2021 and 159 closed out, a net change of +274 holders.
  • The largest Visa buyer in Q4 2021 was Lone Pine Capital, an estimated $1.04B added.
  • The largest Visa seller in Q4 2021 was T. Rowe Price Associates, an estimated $4.26B sold.

Based on aggregated 13F filings for Q4 2021.